Retiree Medical Trust: How Employers and Employees Can Use Pre-Tax Dollars to Create a Lifetime Medical Reimbursement Plan

National Conference on Public Employee Retirement Systems [NCPERS]

The many financial and labor relations advantages to the employer, employees and retirees of setting up such a trust, offering lifetime non-taxable reimbursement benefit payments for medical expenses. The webinar will cover:

• The tax and policy advantages of a collectively bargained retiree medical trust.
• How to create a retiree medical trust
• The structure and operation of such a trust; and how it can supplement or replace a traditional indemnity plan for retirees.
• How to avoid or negate GASB liability for a defined benefit health plan, while still giving lifetime reimbursement benefits.
• Features of such a trust, including survivor benefits, tax-free transfers of sick leave.

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